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Joan Clare Wenglikowski
Corporate Officer/Principal at Wacker Wealth Partners LLC
Profile
Ms. Joan C.
Wenglikowski is Partner & Wealth Advisor at Wacker Wealth Partners LLC.
She received her undergraduate degree from Ferris State University (Michigan).
Joan Clare Wenglikowski active positions
Companies | Position | Start |
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Wacker Wealth Partners LLC
![]() Wacker Wealth Partners LLC Investment ManagersFinance Wacker Wealth Partners LLC (WWP) is a SEC-registered investment advisor and wealth management firm headquartered in San Luis Obispo, California. In 2024, the firm was acquired by EP Wealth Advisors LLC, ultimately owned by EPWA Holding Co. LLC. The firm was founded by Bob Wacker in 1987 as R.E. Wacker Associates, Inc. WWP provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and affiliated funds. | Corporate Officer/Principal | 2007-01-01 |
Training of Joan Clare Wenglikowski
Ferris State University (Michigan) | Undergraduate Degree |
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Members of the board
Executives
Linked companies
Private companies | 1 |
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Wacker Wealth Partners LLC
![]() Wacker Wealth Partners LLC Investment ManagersFinance Wacker Wealth Partners LLC (WWP) is a SEC-registered investment advisor and wealth management firm headquartered in San Luis Obispo, California. In 2024, the firm was acquired by EP Wealth Advisors LLC, ultimately owned by EPWA Holding Co. LLC. The firm was founded by Bob Wacker in 1987 as R.E. Wacker Associates, Inc. WWP provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and affiliated funds. | Finance |
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